JACKSON THORNTON WEALTH MANAGEMENT, LLC: EXPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACKSON THORNTON WEALTH MANAGEMENT, LLC on EXPE, newest first. How the timeline and the estimate are built.
JACKSON THORNTON WEALTH MANAGEMENT, LLC held 1,697 EXPE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,697 sharesChange vs previous 13F -238 shares
0.03% of the 13F portfolio, value $434,229.
13F-HR 0001903880-26-000003 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,935 sharesChange vs previous 13F -1,835 shares
0.04% of the 13F portfolio, value $441,354.
13F-HR 0001903880-26-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,770 sharesChange vs previous 13F +331 shares
0.11% of the 13F portfolio, value $1,128,022.
13F-HR 0001903880-26-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,439 sharesChange vs previous 13F +2,087 shares
0.07% of the 13F portfolio, value $730,478.
13F-HR 0001903880-25-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,352 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $240,048.
13F-HR 0001903880-25-000005 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).